Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, August 15, 2025 at 7:14 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0231658 0.0345310 10231.66 3
Buy_Hold 0.2065218 0.3208816 12456.36 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2420859 0.3790054 12420.86 4
Buy_Hold 0.3056498 0.4848960 12789.79 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0076466 -0.011314 9923.534 1
Buy_Hold 0.7278106 1.249330 18364.780 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BTBT

BTBT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3549257 0.5687195 13549.257 4
Buy_Hold -0.3463115 -0.4675063 6934.783 1

##### BTBT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BTBTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BULL

BULL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3998250 0.6463905 13998.25 2
Buy_Hold 0.3330457 0.5313145 13330.46 1

##### BULL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BULLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0295801 0.0441593 10295.80 3
Buy_Hold 0.2330589 0.3641751 12330.59 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CMG

CMG sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0610364 -0.0891312 9389.636 3
Buy_Hold -0.3399083 -0.4597561 6561.787 1

##### CMG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CMGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0880329 0.1332257 10880.329 5
Buy_Hold -0.0035981 -0.0053290 9979.408 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

FIG

FIG sd indic
## [1] NA
## [1] NA
FIG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
FIGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3573700 0.5729164 13573.70 2
Buy_Hold 0.3768625 0.6065151 14439.34 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5620131 13510.15 2
Buy_Hold 1.6568275 3.2565357 27964.13 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOVR

HOVR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4659091 0.7629063 14659.09 2
Buy_Hold 1.1793103 2.1732792 22571.43 1

##### HOVR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOVRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

IONQ

IONQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1821963 0.2815975 11821.96 2
Buy_Hold 0.0805899 0.1217532 11299.92 1

##### IONQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
IONQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JOBY

JOBY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2025783 0.314487 12025.78 2
Buy_Hold 0.9649322 1.721727 20877.41 1

##### JOBY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JOBYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3236172 0.5152869 13236.172 3
Buy_Hold -0.0558720 -0.0816950 9434.592 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2638384 -0.3649510 7361.616 1
Buy_Hold -0.4874824 -0.6287334 5138.184 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0619569 10413.86 2
Buy_Hold 0.7296389 1.2528586 17557.51 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1097565 0.1669263 11097.57 3
Buy_Hold 0.3164731 0.5031791 13445.36 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ON

ON sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0752057 0.1134778 10752.057 3
Buy_Hold -0.2239928 -0.3133393 7788.171 1

##### ON Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0377359 0.0564438 10377.36 2
Buy_Hold 3.8880597 9.5085674 52260.64 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

PANW

PANW sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1129806 0.1719552 11129.806 5
Buy_Hold -0.1448632 -0.2070373 8567.198 1

##### PANW Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
PANWStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QBTS

QBTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.7225951 1.239272 17225.95 2
Buy_Hold 2.5928855 5.658296 45000.00 1

##### QBTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QBTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RDDT

RDDT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1045700 0.1588511 11045.70 2
Buy_Hold 0.4958836 0.8166040 16011.44 1

##### RDDT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RDDTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RGTI

RGTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.302384 0.4793937 13023.84 2
Buy_Hold 3.105023 7.1124142 53993.99 1

##### RGTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RGTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0264453 0.0394502 10264.45 2
Buy_Hold 0.2188054 0.3408651 12360.35 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0543412 0.0815988 10543.41 2
Buy_Hold 0.0611046 0.0918998 10617.51 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2089088 -0.2934615 7910.912 1
Buy_Hold -0.2125538 -0.2982818 8019.231 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3938808 0.6360377 13938.81 3
Buy_Hold 5.3127187 14.3533512 63647.06 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ULTY

ULTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2726162 -0.3761432 7273.838 1
Buy_Hold -0.4183773 -0.5521677 5839.058 1

##### ULTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ULTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.3490352 -0.4707920 6509.648 3
Buy_Hold -0.5060406 -0.6484862 4663.895 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0561173 -0.0820487 9438.827 5
Buy_Hold -0.0046839 -0.0069353 9929.906 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))